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Set up Audit E-mail Templates

CA DataMinder enables reviewers to forward events as e-mail attachments. For example, you can send an important event to a colleague for further assessment. In order to match an organization's terminology and requirements, administrators can define several e-mail templates for reviewers to choose from when they compose an audit e-mail in the iConsole.

To define e-mail templates in the Administration console

  1. Choose Tools, Audit Options.
  2. In the Audit Options dialog, go to the General tab, click Define Templates.
  3. In the Audit Mail Templates dialog, use the Edit or Add buttons to modify an existing template, or create a new one. If you create a new template, CA DataMinder prompts you to give it a name.
  4. In the Edit Template dialog, specify a default subject, the recipient e-mail address, and any body text you want to include.
  5. These details are added to the e-mail automatically when a reviewer clicks Send Mail iConsole Send Mail button in the iConsole. If necessary, the reviewer can change these details fields or choose another template before sending the actual e-mail.
  6. Click Save Template to close the dialog and then close the Audit Mail Templates dialog and the Options dialog.

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